Skip to main content

Admin Permission Levels

Updated over a year ago


Admin Vs. User Permissions

Only Admins have the permission to:

  • Edit/create/delete team member

  • Edit Agency Company settings

  • Create new account

  • Edit Prospect settings

  • Social settings

  • Select the user on the task list.

  • See other user’s conversations.

  • Contacts page -> Delete contact / Import contacts

  • Export opportunities

  • Create/edit/delete/refresh/push updates/load snapshots.

  • Change account logo

  • Enable HIPAA

  • Subscribe/change whitelabel plan.

  • Smart Lists -> bulk actions = delete / export/import contacts

  • Reporting

  • Website templates

Did this answer your question?